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Zoho Invoice

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52 results found

  1. Allow entry of Expenses by User not project.

    We would like our Staff to be able to enter their expenses alongside their timesheets. However any profile we set up, not only shows details of the individuals expenses but also anyone else associated with the same project they are working on. Therefore we cannot use this potentially cost saving feature.
    We would like a feature where we can set up a profile where we can allow a user to be associated to a project to enter their timesheet and expenses for the project but only be able to see reporting information on the information that user has entered.

    14 votes
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    1 comment  ·  Expenses  ·  Admin →
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  2. Customizable drop-down menu for expense detail

    I would like to be able to set up a drop-down selection of user-defined "Tags" for individual expenses. Specifically to associate an expense with a particular client, vehicle, etc. Similar to the category selection is set up currently.

    11 votes
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  3. Add an expense from a mail client

    Option to forward a receipt received from the vendor in email and create it as an expense in Zoho Invoice.

    5 votes
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    2 comments  ·  Expenses  ·  Admin →
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  4. Individual Billable Expense Items on itemized transactions

    Allow individual items as "Billable Expense" on an Itemized (split) expense entry; leaving an option for the whole transaction to be billable. If I recall, all items in a split transaction have to be included on the Invoice, and cannot be separated.

    I create itemized (split) expense transactions so as to consolidate/"clean up", and closely reflect the invoice from my vendor, without having multiple lines with the same Date, Expense Account, Reference #, and Customer.

    In theory, I would have one transaction line showing "(split)" in the Expense Account, and the sum total for Amount. (see example below)

    EXAMPLE:
    Date…

    4 votes
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  5. Attach expenses to invoice number rather then client name

    Attach expenses to invoice number rather then client name. When we have many job numbers for 1 client its not possible to see expenses separated by invoice number.

    1 vote
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  6. Expense Reporting by Employee - i.e. A Reimbursement Statement

    Feature: Add 'Employee' to expense, and be able to return a report of expenses for that employee

    Reason:

    In a company, a number of different employees are permitted to submit expenses.

    A Manager A might claim for a flight, Office Staff B might claim for some printing paper.

    At the end of the month, it is important to be able to identify which staff members submitted which expense claims.

    A report (statement / reimbursement notice) should be printed for each staff member itemising and totalling his / her claims.

    Current Situation: No function to do this simple but common process.

    6 votes
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    0 comments  ·  Expenses  ·  Admin →
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    Hi there,

    Thank you for posting on our feedback forum.

    If you wish to have detailed metrics on the expenses associated with each employee, you can make use of Zoho Expense, an exclusive expense reporting tool.

    Using Zoho Expense, your employees can submit their expenses, get it approved/reimbursed. You can also run detailed reports on the user-wise expenses across the organization.

    If you integrate Zoho Expense and Invoice, the approve expenses from Zoho Expense would be pushed into Zoho Invoice automatically.

    If you have any further questions, feel free to drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  7. Allow a new expense to be added to an existing invoice or closed invoice

    I would like a feature that would allow you to tie an Expense to an existing Invoice. For Example, in my business I sell items that I may not have in my personal stock, but my vendor will ship directly to my customer. I will invoice my customer and collect payment, then I will contact the vendor to ship the item. I pay the vendor directly. So technically the expense is billed and covered by the customer, however at the time of the sale the billable expense amount is not known to me until after the customer invoice has already…

    4 votes
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  8. Simplify adding Expense to Invoice: Add to Invoice on create screen or Suggest based off dates

    Please reduce total number of actions to create an expense and tie it to an Invoice. Perhaps list the invoices with invoice date closest to the expense's date as a suggestion.
    Goal: I'd like to avoid creating an invoice and then switching over to the invoices. While creating the exp I'd love to assign it to the inv I want at the same time.

    1 vote
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  9. Different Mileage Rates

    I have several clients that don't use the Federal mileage rate. However, I cannot create a separate billable expense for this unless I want ALL of my mileage to reflect the different value. I need a way to assign mileage rates to specific clients.

    1 vote
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  10. References field in recurring expenses

    Add reference field to recurring expenses. Some times we have the same expense category but we must to click to see what is written in the notes. It is simple and useful.

    1 vote
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  11. See expenses in calendar view

    It would be good to be able to see expenses in the calendar view along with time spent. It would make it much easier to see if travel had been booked but there is no time for the client etc.

    1 vote
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  12. Add feature for copy journal voucher

    Add feature for copy journal voucher

    1 vote
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  13. Split taxes on expenses

    Some expenses have lines (Gratuity for example) that are not taxed (GST). It would be nice to specify this so that the numbers match when brought into an invoice for billing.

    6 votes
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    1 comment  ·  Expenses  ·  Admin →
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  14. Create expense automatically for certain tasks

    I have different tasks with different rates depending on whether the work is done remotely or on-site. It would be great if I could tie a mileage expense to the task when I am on-site. It would be the same mileage expense every time and for every time I use that specific task on that date, I need to drive to that client. This would be great because it all but remove all the hassle it is to keep track and record my mileage. I would think other users would like the ability to the an expense to a specific…

    3 votes
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  15. Subject Line in Expences

    Whenever we are entering an expense first think to be shown is "Subject", as to what is expense has been made.

    3 votes
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    Hi there,

    To record ‘as to what an expense is made’, you can make use of the “Expense Category” field. You can also create your own categories under Settings > Expense category.

    Hope this helps.

    Regards,
    Reshma.

  16. Recurring Expenses Notification

    Make Expenses Recurring notification via email or text

    4 votes
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  17. automatically record travailing for your yearly report for accountant

    every meeting or jobs that you have the total km / mil. is recorded
    on a map with a picture

    after a month or the year you have the grand total of how much travaling you do.

    2 votes
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  18. Add expense to existing recurring expense

    I'd like to be able to set a previous expense as a now-created recurring expense profile.

    6 votes
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  19. Custom fields in the bulk expense form

    I created a custom field called "Supplier", works pretty good but it would be great to be able to fill the form directly in the bulk form. Or at least letting the user which field they'd like to fill in the bulk entry area.

    3 votes
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  20. i want to be able also record supplier in record expense

    i want to be able to also record supplier (in red ) in record expense as well as date,category and amount so i can see on dashscreen

    1 vote
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